Move confirmed dependent details into BambooHR
Keep benefits administration moving by recording confirmed dependent details in BambooHR.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Employee Dependent
Adds a dependent to an employee after confirming the employee record exists.
Why this helps
Dependent information collected through email workflows can require careful re-entry and follow-up.
- Reduce duplicate entry of dependent information.
- Require an existing employee record before creating the dependent.
- Surface missing details in the run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and BambooHR once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to add a dependent only when the employee is identified and the dependent details are complete.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real, authorized dependent intake.
Questions about this workflow
Does this enroll the dependent in a benefit plan?
No. The action creates a dependent record. Benefit enrollment is a separate BambooHR action.
What should happen when the employee cannot be identified?
Instruct Notis to report the missing employee identification and not create a dependent record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Bamboohr. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Bamboohr actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Candidate Application
Creates a candidate application for a specific job opening.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Job Opening
Creates a job opening for applicants.
List Job Applications
Lists job applications for retrieval or reporting.
Get Benefit Coverages
Retrieves available benefit coverage options.
Get Member Benefit Events
Lists benefit events visible to the authenticated user.
Get Company EINs
Retrieves the account’s company Employer Identification Numbers.
Get Company Information
Retrieves information about the current account’s company settings.
Create File Category
Creates company file categories after their names are confirmed.
Connect any two apps with Notis in the middle.
ActiveTrail and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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